Lee Financial Co
- SEC CIK
- 0001391166
- Latest filing
- Jul 22, 2026
WTRG holding history
Essential Utilities, Inc. in every 13F filed by Lee Financial Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WTRG overviewAll 13F holders of WTRGFull Q2 2026 holdings
- Shares (Q2 2026)
- 27,016
- Value
- $1.03M
- % of portfolio
- 0.1%
- Quarters held
- 10
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 27,016 | $1.03M | 0.1% | −93−0.3% | Reduced | Holders |
| Q1 2026 | 27,109 | $1.09M | 0.2% | −112−0.4% | Reduced | Holders |
| Q4 2025 | 27,221 | $1.04M | 0.1% | −3,283−10.8% | Reduced | Holders |
| Q3 2025 | 30,504 | $1.22M | 0.2% | +3,838+14.4% | Added | Holders |
| Q2 2025 | 26,666 | $990.4K | 0.1% | +2,510+10.4% | Added | Holders |
| Q1 2025 | 24,156 | $954.9K | 0.1% | −3,000−11.0% | Reduced | Holders |
| Q4 2024 | 27,156 | $986.3K | 0.1% | −435−1.6% | Reduced | Holders |
| Q3 2024 | 27,591 | $1.06M | 0.2% | +7,615+38.1% | Added | Holders |
| Q2 2024 | 19,976 | $745.7K | 0.1% | +985+5.2% | Added | Holders |
| Q1 2024 | 18,991 | $703.6K | 0.1% | +18,991 | New | Holders |